Equity investments alongside our debt investments of up to 25% of total invested capital in the transaction

We look for companies with the following characteristics:

A management team with a proven track record, motivated by continued ownership

An established market position and history of positive cash flow

Minimum EBITDA of $3 million

Based in the US; add-on acquisitions can be outside of the US

We take a generalist approach to investing but seek to leverage the expertise of our private equity sponsor and management team partners. Since 1961, we have invested in over 245 companies in a wide range of industries.

We seek to either lead a transaction, club with other lenders or participate in larger syndicated financings. When a transaction requires funding in excess of our hold ability, we have a slate of lender partners that we regularly go to for club opportunities.